Anti-Steering Disclosure form

To Add the Anti-Steering Disclosure Form to the eDisclosures Packages:
1 On the menu bar, click Encompass, and then click Settings.
2 On the left panel, click eFolder Setup, and then click Documents.
3 Click the New icon.
4 In the Name field, enter a name for the document (such as Anti-Steering Safe
Harbor Disclosure or Loan Options Disclosure).
5 In the Type field, select Standard Form.
6 In the Source field, select Anti-Steering Safe Harbor Disclosure.
7 Enter the default Days to Receive and Days to Expire.
8 In the Available section, select a check box to configure whether documents
are visible externally:
• WebCenter – The document or service will be visible to borrowers or partners
via Loan Connect or an Encompass Consumer Connect website. This
option is used when documents are sent by clicking the Send button in the
eFolder, and then clicking Send Files.
• TPO Portal – When a loan has been originated on a TPO Connect website,
the document or service will be visible to the loan originator via TPO Connect.
The document will become visible after the loan file is saved in Encompass.
• EDM Lenders (Send Files to Lender) – The document or service will be
visible when files are sent to lenders. This option is used when documents
are sent by clicking the Send button in the eFolder, and then clicking Send
to Lender.
9 Select Add this document to eDisclosure packages.
10 Click the Criteria button to specify criteria for including the document in an
eDisclosure package. The document is included only when one or more of the
criteria are met.
11 Select a Signature Type from the list.
12 Click OK